Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 194 new positions, 357 positions with more shares reported, 495 positions with fewer shares reported, and 222 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
| $10.9 M0.0% of filing | 471,140 sh | FEWER SHARES | |
SEC issuerHUNTINGTON BANCSHARES INC | $10.9 M0.0% of filing |
| 614,095 sh |
| FEWER SHARES |
SEC issuerVANECK ETF TRUST | $10.7 M0.0% of filing | 28,806 sh | MORE SHARES |
| $10.7 M0.0% of filing | 53,200 sh | NEW THIS QUARTER |
| $10.7 M0.0% of filing | 432,532 sh | FEWER SHARES |
SEC issuerSAFETY INS GROUP INC | $10.6 M0.0% of filing | 141,695 sh | MORE SHARES |
SEC issuerAMPHASTAR PHARMACEUTICALS IN | $10.6 M0.0% of filing | 525,100 sh | FEWER SHARES |
SEC issuerCUSHMAN AND WAKEFIELD LTD | $10.6 M0.0% of filing | 788,000 sh | MORE SHARES |
SEC issuerFERGUSON ENTERPRISES INC | $10.4 M0.0% of filing | 43,900 sh | MORE SHARES |
| $10.3 M0.0% of filing | 960,010 sh | MORE SHARES |
| $10.2 M0.0% of filing | 378,300 sh | FEWER SHARES |
| $10.2 M0.0% of filing | 76,000 sh | NEW THIS QUARTER |
SEC issuerGLOBAL INDUSTRIAL COMPANY | $10.1 M0.0% of filing | 303,279 sh | FEWER SHARES |
| $10.1 M0.0% of filing | 163,402 sh | MORE SHARES |
SEC issuerURBAN EDGE PPTYS | $9.9 M0.0% of filing | 433,983 sh | FEWER SHARES |
SEC issuerOREILLY AUTOMOTIVE INC | $9.9 M0.0% of filing | 107,610 sh | NEW THIS QUARTER |
| $9.8 M0.0% of filing | 340,400 sh | MORE SHARES |
SEC issuerVANGUARD SCOTTSDALE FDS | $9.7 M0.0% of filing | 165,000 sh | MORE SHARES |
SEC issuerVANECK ETF TRUST | $9.7 M0.0% of filing | 188,097 sh | MORE SHARES |
SEC issuerESQUIRE FINL HLDGS INC | $9.5 M0.0% of filing | 79,600 sh | MORE SHARES |
| $9.4 M0.0% of filing | 92,158 sh | FEWER SHARES |
| $9.4 M0.0% of filing | 2,444,230 sh | FEWER SHARES |
SEC issuerUWM HOLDINGS CORPORATION | $9.4 M0.0% of filing | 4,106,460 sh | MORE SHARES |
| $9.4 M0.0% of filing | 773,812 sh | FEWER SHARES |
SEC issuerVANGUARD WHITEHALL FDS | $9.3 M0.0% of filing | 59,000 sh | FEWER SHARES |